HubSpot

What is the HubSpot integration?

HubSpot is a powerful CRM for helping organizations manage relationships with their customers. With this integration, Customer Success teams can ensure Vitally is updated with real-time data for customers across your organization.

By connecting HubSpot data into Vitally, Customer Success teams can:

• Import any subset of HubSpot accounts (as Vitally accounts)
• Import any subset of HubSpot contacts (as Vitally users)
• Add Vitally's unique customer insights (e.g. health score, segments, etc) to your HubSpot records
• Sync notes & tasks taken in Hubspot into Vitally and push notes & tasks taken in Vitally to HubSpot

Available data sets include:

• Companies: Vitally can import your HubSpot companies into Vitally as accounts. 
• Contacts: Vitally can import your HubSpot contacts into Vitally as users. 
• Notes: Sync your HubSpot notes into Vitally and push Vitally's notes back to Hubspot.
• Tasks: Sync your Hubspot tasks into Vitally and push Vitally's tasks back to HubSpot.
• Email: Sync your HubSpot emails to Vitally.

Benefits of HubSpot Integration

• Automatically create new accounts and users from HubSpot
• Deliver seamless customer handoffs with customer notes
• Manage conversations from HubSpot in a single platform
• Sync data across both Vitally and HubSpot for real-time updates
• Leverage HubSpot data to create tailored Playbooks

Requirements

• Access to Vitally
• Access to HubSpot
• An External ID for accounts and/or users Recommended